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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,396 | $183,627-56.8% | $155,602-49.0% | $145,978-45.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.35% | 61.32%-46.0pp | 64.81%-49.5pp | 550.52%-535.2pp |
| Employer contribution / active EE | $9,150 | $5,316+72.1% | $4,675+95.7% | $4,662+96.3% |
| Participant deferral / active EE | $10,242 | $6,466+58.4% | $5,629+82.0% | $6,690+53.1% |
| Admin fee / account holder | $1,179 | $19,327-93.9% | $15,923-92.6% | $13,400-91.2% |